(865) 357-7370 kim@sdp-planning.com
New Rule, Nicer Returns

New Rule, Nicer Returns

Could the new fiduciary rule effectively enhance portfolio performance for retirement savers? A change is coming. The Department of Labor is introducing a new rule regarding retirement accounts – a rule that is profoundly impacting the financial services industry. The...
Will There Be Fewer Retirement Planners in the Future?

Will There Be Fewer Retirement Planners in the Future?

A new fiduciary rule could potentially reduce the number of such advisors. Today, many people claim to offer retirement planning. In the near future, their ranks may thin because of new regulations on qualified retirement plans being phased in by the Department of...
Value of Fee-Based Advisor

Value of Fee-Based Advisor

Why are more and more financial advisors fee-based? It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a trusted, ongoing relationship with a client, rather than just a sale. Would you rather meet with an advisor or a...